🌻
美國聯準會(Fed)在美東時間22日下午2時(台灣23日凌晨2時)宣布利率維持在趨近零的水準,但暗示升息可能會比預期來得快一些,同時也大幅下修今年的經濟展望。
https://udn.com/news/story/6811/5764746
🌻Adobe(ADBE)電話會議內容讀後感
ADBE前兩天發表財報了.
這次ADBE在財報後下跌, 主要是兩個原因(如下). 不過個人覺得是瑕不掩瑜:
1. 因為之前已經漲了不少(投資人期望太高)
2. 因為Digital Marketing這部分的業務受到季節性的影響, 所以表現不是很突出(沒有比預期高出很多)
a. net new Digital Media ARR (3% beat vs guide, vs 15% beat in 2Q21 vs 35% beat in 3Q20).
b. 有分析師在問(“Maybe just -- can we double-click on the seasonality commentary in the quarter? Because if we look at the beat versus guidance on net new digital media ARR, it looks, at the same time you had the weakest beat, but then the strongest guide in the last three years, which kind of speaks to and confirm some of those seasonality comments that you made.)
i. 高層對此的回答是, 主要是疫情後, 加上正值夏季, 大家的日子回復到正常&放假外出, 所以這部分的業務有受到影響(I think going into the quarter, we had expected that the consumer with a little bit more return to normalcy as what's happening in the environment.)
ii. 高層又說了一些話, 不過重點就是他不認為這是甚麼大事”So, net-net, I would say that the growth prospects for that particular business and the growth drivers remain intact. But again, very much in line. And this is what we feel good about the insights that we're getting on the business.”
iii. 也提到, Q4通常會是digital marketing業務的旺季(表現會不俗的意思)
另外, 覺得這次令我印象深刻的是, 當高層與分析師提到這些事情:
• 常在一些公司的電話會議中提到omnichannel這個字(疫情後, 更明顯了). 這次高層也有提到. ADBE可說是omnichannel概念股:
o “I mean, a big part of that is more and more companies are thirdly doing the multi-channel omnichannel, whatever they want to call it. And I think that's only going to continue to be a driver of our Digital Experience Solutions. Because today that stable stakes and so we just look at it and say whether you're shopping in-store over they are shopping online. You need a solution that treats you like a customer that we know of.”
• 網路上影片(video)的興起, 以及串流影音, 有提高了Adobe的營收天花板(用句分析師的術語, 就是TAM (total addressable market) expansion.
• 當使用者製作了越來越多的內容, 內容管理(content management)的能力就越顯重要, 內容上的流程管理(workflow)也越顯重要. Adobe的產品能夠幫內容製作者解決這樣的問題.
• 而Adobe各產品間的相容性, 標準化, 整合能力, 是它的競爭優勢之一:
o And one of the things we did really well is what we called our named user deployment and how, you know, when we have these enterprise licensing agreements, we offer enterprises the ability to download and distribute within the companies. And the more we do training and evangelism of the products, that leads to adoption. So, I would say there's an element of standardization, there's an element of more content.
而最近ADBE有個新聞, 引起了我的注意, 就是它即將在自己的平台上, 提供付款服務(payment service). 根據之前研究SHOP的經驗, 這有可能會對股價造成一定的漲幅:
On Sept. 15, Adobe announced that it will add payment services to its e-commerce platform this year to help merchants accept credit cards and other ways of paying. The move will deepen Adobe's rivalry with e-commerce firm Shopify (SHOP).
For the service, Adobe has partnered with PayPal (PYPL), which will process a variety of payment types, including credit and debit cards as well as PayPal's own payment and buy-now-pay-later offerings.
https://www.investors.com/news/technology/adbe-stock-adobe-beats-fiscal-q3-targets/
接下來該怎麼辦? 對於基本面良好的公司如ADBE, 我能說的就是buy the dip(逢低買進)了. 供參.
🌻The Facebook Files
一個星期前, WSJ上面有個關於FB的大篇幅調查報導. 有興趣的可以看看.
The Facebook Files
https://www.wsj.com/articles/the-facebook-files-11631713039
這篇文章挺長, 也沒有看到華爾街中文版本的完整翻譯, 不過可以看看這篇:
https://on.wsj.com/2ZmFimp
"《華爾街日報》的相關調查顯示,這家社交媒體巨頭心知肚明,其平台會傷害用戶,而且是以該公司常常完全了解的方式造成傷害。目前,全球近半數人口都是Facebook旗下平台的用戶。其中一些證據尤其令人不安:據《華爾街日報》報導,Facebook的內部研究顯示,在報告稱有過自殺念頭的青少年中當中,有13%的英國用戶和6%的美國用戶把這種念頭歸結於Instagram。"
另一篇相關新聞:
https://www.thenewslens.com/article/156683
"《華爾街日報》於13日揭露Facebook的XCheck系統,也就是內部系統中的VIP名單,數百萬名人、政治人物與記者等知名公眾人物都在特別的一份「白名單」之內。"
"這些「貴賓」在社群上發布的內容可以躲過一般的審查系統,即使發布明顯的不當內容,也不會立即被刪除。《衛報》報導,Facebook的獨立監督委員會表示,在閱讀該篇報導後,決定要審查XCheck系統,並要求Facebook對其進行報告與解釋。"
🌻我喜歡的Apple TV影集, "Ted Lasso", 是這次艾美獎的大贏家, 很多主要演員都得獎了.
很高興這兩年, 因為有這部戲的陪伴, 讓我撐過了疫情, 家人離世, 以及一些烏煙瘴氣的事情.
前幾天看演員的得獎影片, 一位娛樂記者問得獎的男配角(也是編劇之一)說, 你覺得這部片的核心思想是甚麼. 他說, be curious, not judgemental.
就像得獎的女演員在劇中一開始是很鴨霸很壞心的球隊主人, 但這樣做是因為被前夫傷透了心, 所以想要弄垮離婚後分到的財產(也是前夫的最愛--球隊); 外表看起來永遠陽光燦爛做啦啦隊的男主角, 在青少年時父親自殺, 造成了他心裡永遠的痛&障礙(讓他在球賽時, 會有突發恐懼症).
我們每個人其實都有很多面, 很多個故事. 尤其在社群, 大家都是萍水相逢, 對彼此的了解都是非常片面的; 而有時候在社群裡, 看到有人會因為只看到一個面向, 就去下斷語. 這其實是人之常情很難避免, 所以我們需要常用第二層思考去提醒自己. 社群裡需要更多的同理心.
“Be curious, not judgmental” – Walt Whitman(惠特曼)(美國詩人)
Picture來源:
https://www.apple.com/newsroom/2021/09/apples-global-hit-comedy-series-ted-lasso-sweeps-the-2021-primetime-emmy-awards-scoring-history-making-win-for-outstanding-comedy-series/
同時也有22部Youtube影片,追蹤數超過11萬的網紅SMART Mandarin - Katrina Lee,也在其Youtube影片中提到,😀 FREE Training - 3 Steps To Read Chinese Instnatly! https://my.demio.com/ref/PjBy441tTtPxr3LM Let's Get Connected! 😀 SMART Mandarin Faceboook Group...
「online business中文」的推薦目錄:
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online business中文 在 美國在台協會 AIT Facebook 的精選貼文
美國在台協會與台灣原住民族委員會很高興宣布,「百合綻放新創學程」開放招募學員!將有30名原住民女性有機會參與講座、工作坊、商務參訪以及各式展覽與活動,拓展商業視野。課程全數免費,以中文進行。現在就快報名,至9月10日報名截止!報明網址: https://reurl.cc/7rEkRy.
相關說明會將於8月25日在屏東、8月26日在台東、9月6日在台北舉行。參加說明會:https://pse.is/3jcyj7
The American Institute in Taiwan and Taiwan’s Council of Indigenous Peoples are excited to announce the launch of the Inspiring Women Entrepreneurs (IWE) Program! Thirty indigenous women will have an opportunity to explore the basics of business through lectures, interactive workshops, business site visits, and fun fairs. Trainings will be conducted in Mandarin, and most importantly, are free of charge! Apply now!
IWE Program information sessions will held in Pingtung on August 25, Taitung on August 26, and Taipei on September 6. Applications close September 10.
For IWE information and online registration, visit: https://reurl.cc/7rEkRy.
To register for the IWE information sessions, visit: https://pse.is/3jcyj7
#InspiringWomenEntrepreneur #IndigenousWomenEmpowerment
online business中文 在 Facebook 的精選貼文
時間過得好快啊
眨眼我的碩士課程就讀到第三個月了
第一個月做的assignment成績剛剛出爐啦
考到高分耶 🥳🥳🥳 開心開心 哈哈哈
誰要一起讀書 讓疫情間的時間過得充實好多
來來來
Today marks the third month of my MBA and i just got my result for the first assignment i did for my May classes.
I scored pretty well yayyyy 🙌🏻🥰🥰🥰 Imma happy gurl
Who wants to study with me
Come join us 🤣 It’s fun n stressful at the sametime but it’s sure hell fulfilling by filling up time during the pandemic huuuhuuu
MBA課程訊問: +6018-959 9161
MSI電腦折扣: https://my.msi.com/Promotion/2021WFHSTAYSAFE/nb
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MCO待在家無所事事要找些東西來做,進步人生,增加知識,來來來 誰要和姐姐一起讀英國MBA碩士文憑❤️不需要考試,只需要做好你們的assignments 和 thesis 功課就可以有機會考到成為一名碩士畢業生🎓 還可以選擇去英國丟四方帽耶!
姐姐是個SPM畢業生罷了 所以現在疫情那麼嚴重 又無所事事就去拿了個課程來讀。要一起嗎?他們比去外國讀考便宜很多很多。還有折扣(姐姐沒有拿錢的,純粹很得空找東西來學 拿個Master碩士文憑好過沒有 哈哈哈)就讀的還是英國前30名排名的大學哦
以前年輕時候沒好好讀書的人/後悔沒有考大學的人/上班族/讀到一半想換科目或工作領域的人/做生意的人/想做生意的人/想當一名碩士而不再是普通高中文憑畢業生的人/想增加多一張文憑的人 都可以報名就讀這個MBA英國碩士MBA課程。
一個月讀兩天罷了,5-10小時
由英國教授教的網課/疫情過後可以去學院上課都可以
Audentes 是OTHM, London Graduate School和 University 的馬來西亞appoited centre。他們的UK MBA 能以可負擔價格在一年裡面完成,有工作經驗者皆可加入。國際認可的學位能提升你在海外與國內的就業機會 與此同時可以在自己的生意上學以致用。除此之外 有別於普通的MBA學院 Audentes Education還附送 稅務管理訓練, personal legal conveyancing, wine appreciation 讓大家可以在職場與個人管理上發揮個人才能
訊問碩士博士課程的可以聯絡 : +6018-959 9161
MCO had been prolonged again and if u have no idea of what to do for this one year ahead of you, why not take up a MBA Master of Business Administration UK Course. There r discounts for early bird and they provide MONTHLY intakes so u can start anytime u want and study for a year before u pass n graduate.
(I DONT GET PAID NOR GETTING ANY % IN THIS. I Solely took it because i have nothing better to do in this pandemic so might as well i self improve, better than sitting at home wasting my life lol)
It only takes u ONE year to be a Master graduate and it only takes 2 days monthly for u to study for 5-10 hours.
No exams needed, only assignments and thesis needed to be handed over for passing.
The professor will be from the UK and since its still on the lockdown, students can opt for their online classes with the professor instead of physical classes.
Ppl who r already working / Ppl who doesnt like what they r studying now n would love to change course / Ppl who r in the business line / Ppl who wants to run their own business / Ppl who wish to get another certe / Ppl who wish to add a Master into ur namecard / Ppl who wish to be a Master/PHD graduate instead of a normal F5 grads , come join me in studying and get urself a Master/PHD certe ? Let’s go !
Contact : +6018-959 9161
——————————————————
電腦 Laptop / Computer
MCO上網課/讀書/工作需要到電腦的粉絲們現在MSI 有優惠 也有禮物送喔
從RM2199 開始的電腦 還有保加 還有禮物 點這個link 進去買買買
MCO again n u cant go anywhere but u need a laptop for ur online classes/online work/work from home ? MSI is currently having promotions for their laptops from RM2199 that comes with free warranty and free gifts. Click the link below to purchase
https://my.msi.com/Promotion/2021WFHSTAYSAFE/nb
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ONSMO 燈光 背景 拍攝 攝影 器材
ONSMO Studio lighting equipments
Tel 聯絡:+60164041257
online business中文 在 SMART Mandarin - Katrina Lee Youtube 的精選貼文
😀 FREE Training - 3 Steps To Read Chinese Instnatly!
https://my.demio.com/ref/PjBy441tTtPxr3LM
Let's Get Connected! 😀
SMART Mandarin Faceboook Group
https://www.facebook.com/groups/319018825960625/
Listen to SMART Mandarin on Spotify
Follow SMART Mandarin on Instagram
smart_mandarin_katrina_lee
--------------------------------------------------------------------------
Suggested Video Lessons 😀
How To Cook Egg Fried Rice In Chinese
https://www.youtube.com/watch?v=L6HQb5ncMCA&t=731s
Chinese Daily Use Sentences for Beginners
https://www.youtube.com/watch?v=gcJip1otw98&t=152s
How to Ask Favor in Mandarin
https://www.youtube.com/watch?v=Nya1RBfG5Wc
Don’t’ Understand Mandarin?! Speak Too FAST!!
https://www.youtube.com/watch?v=N3oTjKcHp0Y&t=659s
How to Learn Chinese Characters
https://www.youtube.com/watch?v=k4B9JKrDdtA&t=1457s
Useful Chinese Slangs
https://www.youtube.com/watch?v=ln0U0v7ee38&t=364s
Airport Mandarin
https://www.youtube.com/watch?v=own9Kxc8E18
Useful Chinese Phrases
https://www.youtube.com/watch?v=ybsVmasSfbo
How to Remember Chinese Tones
https://www.youtube.com/watch?v=SQLPOXe8C6s
Super Easy Mandarin for Beginners
https://www.youtube.com/watch?v=gcJip1otw98&t=152s
Chinese Everyday Verbs
https://www.youtube.com/watch?v=TzwErSdwpR8&t=862s
Business Mandarin for Beginners
https://www.youtube.com/watch?v=suCBDfsMOQc
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online business中文 在 BETHNI Y Youtube 的最佳貼文
真係真係好好好好耐冇見? 首先想講聲唔好意思,太耐冇拍片+講好多中文 中文真係退步咗好多 -___- 我剪片時都頂自己唔順,但係都想用最自然嘅方式拍呢條片 (雖然表達得非常差... ?)。今次答了大家11月同前幾日問我的問題~ 好多謝大家的關心 同時都好多謝大家支持我同kiko開的網店? 2020年雖然真係唔好過,但係都會抱著感恩的心 知道自己其實已經好幸福。希望2021年 大家都身體健康,依然要抱著希望 同信心 , 我們一起可以渡過未來的難關的 ❤️
? Check out our new online shop!
http://monbijouhk.com
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online business中文 在 支援季:節日營銷培訓和資源| Facebook for Small Business 的推薦與評價
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Meta Blueprint Spotlight offers online training for Meta marketing solutions featuring real instructors. These sessions help advertisers grow professionally ... ... <看更多>